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Conga Support

Create and Store a Mail Merge Template

After configuring Mail Merge to retrieve the desired data from Salesforce, your next task is to create a merge template using Microsoft Word (Conga Mail Merge supports only Word templates.)

Refer to the following resources for information on creating Mail Merge Word templates:

After creating your Mail Merge Word template, you may store your template in any of three locations:

It is recommended you store your templates in the Conga Template Manager to make it easily accessible from the Mail Merge wizard.

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